MA
MKT Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
4,793
+9
| +0.2% | +$831 | 0.18% | 84 |
|
|
2025
Q1 | $417K | Buy |
4,784
+8
| +0.2% | +$698 | 0.2% | 74 |
|
|
2024
Q4 | $401K | Buy |
4,776
+376
| +9% | +$31.5K | 0.17% | 85 |
|
|
2024
Q3 | $403K | Sell |
4,400
-300
| -6% | -$27.5K | 0.19% | 86 |
|
|
2024
Q2 | $367K | Sell |
4,700
-375
| -7% | -$29.3K | 0.18% | 85 |
|
|
2024
Q1 | $354K | Buy |
5,075
+264
| +5% | +$18.4K | 0.19% | 96 |
|
|
2023
Q4 | $345K | Sell |
4,811
-1
| -0% | -$72 | 0.23% | 91 |
|
|
2023
Q3 | $302K | Buy |
4,812
+20
| +0.4% | +$1.25K | 0.23% | 92 |
|
|
2023
Q2 | $347K | Sell |
4,792
-1,200
| -20% | -$86.8K | 0.24% | 77 |
|
|
2023
Q1 | $428K | Sell |
5,992
-549
| -8% | -$39.3K | 0.32% | 64 |
|
|
2022
Q4 | $468K | Sell |
6,541
-134
| -2% | -$9.59K | 0.35% | 58 |
|
|
2022
Q3 | $454K | Buy |
6,675
+80
| +1% | +$5.44K | 0.39% | 59 |
|
|
2022
Q2 | $473K | Sell |
6,595
-284
| -4% | -$20.4K | 0.37% | 62 |
|
|
2022
Q1 | $511K | Buy |
6,879
+95
| +1% | +$7.06K | 0.39% | 58 |
|
|
2021
Q4 | $455K | Buy |
+6,784
| New | +$455K | 0.36% | 63 |
|